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Source Capital

名前 保有額 取引額 株数
増減
保有比率の
変化
Bulldog Investors
1
Bulldog Investors
New Jersey
$740万 +$11.3万 +2,802 +2%
Shaker Financial Services
2
Shaker Financial Services
Virginia
$717万 +$108万 +26,714 +18%
Pecaut & Co
3
Pecaut & Co
Iowa
$426万 +$21.7万 +5,358 +5%
Thomas J. Herzfeld Advisors
4
Thomas J. Herzfeld Advisors
Florida
$355万 +$1.82万 +450 +0.5%
Cohen & Steers
5
Cohen & Steers
New York
$278万 +$47.8万 +11,811 +21%
MAA
6
Mraz Amerine & Associates
California
$238万 +$4,493 +111 +0.2%
CA
7
Cornerstone Advisors
North Carolina
$229万 -$29.7万 -7,346 -12%
First Trust Advisors
8
First Trust Advisors
Illinois
$220万 +$10.7万 +2,636 +5%
Ameriprise
9
Ameriprise
Minnesota
$215万 +$54.6万 +13,497 +34%
D.A. Davidson & Co
10
D.A. Davidson & Co
Montana
$200万 +$20.3万 +5,027 +11%
Bank of America
11
Bank of America
North Carolina
$181万 +$8.17万 +2,018 +5%
HighTower Advisors
12
HighTower Advisors
Illinois
$155万 +$67.7万 +16,713 +78%
Matisse Capital
13
Matisse Capital
Oregon
$153万 -$27.7万 -6,846 -15%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$122万 -$3.42万 -845 -3%
UBS Group
15
UBS Group
Switzerland
$96.3万 +$8.35万 +2,063 +10%
Walleye Trading
16
Walleye Trading
New York
$63万 +$62.6万 +15,458 新規
Wells Fargo
17
Wells Fargo
California
$51.4万 +$25.5万 +6,308 +100%
Guggenheim Capital
18
Guggenheim Capital
Illinois
$44.8万 +$7.8万 +1,926 +21%
AMI Investment Management
19
AMI Investment Management
Indiana
$44.5万 – – –
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$40.7万 -$7.36万 -1,817 -15%
BCM
21
Breiter Capital Management
Florida
$39.2万 +$39万 +9,628 新規
CCM
22
Cohen Capital Management
California
$39万 – – –
Stratos Wealth Partners
23
Stratos Wealth Partners
Ohio
$36.1万 -$5,667 -140 -2%
Morgan Stanley
24
Morgan Stanley
New York
$28.9万 +$12.3万 +3,035 +75%
Lafayette Investments
25
Lafayette Investments
Maryland
$27万 +$4,453 +110 +2%